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Correspondence to your clients

Date: 10 June 2024

1 minute read

To help you understand what correspondence will be sent to your clients and how you’ll both be notified, we have set out below the main activities that you or your clients would carry out on the system. Under each tab, you will find tables for different transaction types that detail which documents will be generated and when, whether they will be posted to clients who are set up as paperless, and examples of what they look like.

New business and top-ups

Money out

Switches and rebalancing

Pension regular documents

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